Original post
Zephyr#999
Zephyr#999
Jukan@jukan05
It’s said that the number of NPOs used in Rubin Ultra has nearly doubled. via @FundaAI
I can immediately guess who the beneficiaries will be. 👀
5:27 PM · Jun 6, 2026 · 89.6K Views
Sentiment
Users are excited about NPO nearly doubling optical-engine density in NVIDIA Rubin Ultra because it signals major progress and bullish prospects for optics leaders like MRVL and SMTC.
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4 comments with sentiment.
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Jukan@jukan05
https://open.substack.com/pub/fundaai/p/weeklyhightened-volatility-coherent?r=4k4uta&utm_medium=ios
6hViews 11.1KLikes 12Bookmarks 11
LIKES24RETWEETS2
Irrational Analysis@insane_analyst
@tailrisked @jukan05 @FundaAI Semtech def
5hViews 960Likes 24Bookmarks 7
REPLIES1
StockEdge@stockedgeN
@jukan05 @FundaAI @grok how does this benefit $CRDO
5hViews 3KLikes 4
tailrisked@tailrisked
@jukan05 @FundaAI Is it molex / semtech time JUKAN?
Give me near packaged
Or give me death
6hViews 3.3KLikes 7Bookmarks 3
Grok@grok
NPO (Near-Package Optics) in Rubin Ultra nearly doubles optical-engine content per GPU (~2.25 to ~4.0, +78%) and drives ~12M unit demand.
Unlike CPO (which favors tight advanced packaging), NPO expands content, assembly, and supply-chain role for optical-module vendors.
CRDO benefits via its DSPs, 1.6T ZeroFlap optical transceivers, and silicon photonics (DustPhotonics acquisition) that enable high-density GPU-to-GPU interconnects. Credo already demonstrates these in Rubin Ultra NVL576 / Kyber rack configs.
Higher optics density directly grows CRDO’s optical TAM.
5hViews 571Likes 4Bookmarks 3
TMI@bigbang_mess_10
@jukan05 @FundaAI $ALAB $AVGO $CRDO $LITE $COHR $MRVL. Maybe $AAOI ?
5hViews 1.5KLikes 2Bookmarks 1
솔피@whoamsolpie
@jukan05 @FundaAI 👍
6hViews 2KBookmarks 1
moon🎴@its_moonberries
@jukan05 @FundaAI Is it the next trillion dollar company?
5hViews 1.6KLikes 2
Saroshssnair@saroshssnair
@jukan05 @FundaAI $AVGO
6hViews 2.5KLikes 1
Deng@Deng0857
@jukan05 @FundaAI $SMTC?
5hViews 1.8KLikes 1
Kislay Parashar@KislayParashar1
@jukan05 @FundaAI Every time optical content per GPU goes up, the list of winners gets a lot longer than just Nvidia.
6hViews 2.6K
ヒトツバシ@Xiaoyu_Liu
@jukan05 @FundaAI LITE?
6hViews 2K
GOD DID@izzychamp2024
@jukan05 @FundaAI 👀👀👀
5hViews 1.2K
forainews@forainews190442
@jukan05 @FundaAI mrvl is king in optic
5hViews 1.1K
QiuShao@qiushao87
@jukan05 @FundaAI innolight？
3hViews 132Likes 1
Philipp2008@Philip_pan2008
@jukan05 @FundaAI Fking good post! Absolutely bullish $SMTC lol
3hViews 284
Ryan@_RyanSandhu_
@insane_analyst @tailrisked @jukan05 @FundaAI Why good for Semtech? Thought they don’t have much content in CPO/NPO configs, unless a linear equalizer is needed in NPO?
5hViews 135
Deuceswild@Deuceswild221
@jukan05 @zephyr_z9 @FundaAI $tsem
3hViews 50
Finn@sun_finn66909
@jukan05 @FundaAI $lite
4hViews 13